ULST

SS ULTRA SHORT TM BOND ETF
USCUSIP 78467V707
Institutional Owners
38
+2 QoQ
13F Value Held
$225.9M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)21 adding · 11 trimming
Insider net (180d)+$0
Price history not yet available for ULST.

Top institutional holders

38 13F filers
#FundPosition valueSharesLast moveAs of
1CWM, LLC
$160.0M
3.95MAddedQ1 2026
2BIP Wealth, LLC
$23.8M
588.2KAddedQ1 2026
3CITADEL ADVISORS LLC
$13.2M
324.8KNewQ4 2025
4IEQ CAPITAL, LLC
$7.8M
193.1KHeldQ1 2026
5WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$4.9M
121.3KReducedQ1 2026
6MML INVESTORS SERVICES, LLC
$1.7M
40.9KReducedQ1 2026
7Sanctuary Advisors, LLC
$1.3M
31.4KReducedQ1 2026
8Equitable Holdings, Inc.
$1.1M
26.1KAddedQ1 2026
9Valmark Advisers, Inc.
$1.1M
26.0KReducedQ1 2026
10O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$1.0M
24.7KNewQ1 2026
11Stratos Wealth Partners, LTD.
$980K
24.2KAddedQ1 2026
12Wealthcare Advisory Partners LLC
$854K
21.1KAddedQ1 2026
13Steward Partners Investment Advisory, LLC
$826K
20.4KAddedQ1 2026
14SALEM INVESTMENT COUNSELORS INC
$771K
19.0KNewQ1 2026
15KINGSWOOD WEALTH ADVISORS, LLC
$700K
17.3KAddedQ1 2026
16OPPENHEIMER & CO INC
$618K
15.3KAddedQ1 2026
17CENTAURUS FINANCIAL, INC.
$558K
13.8KReducedQ1 2026
18Western Wealth Management, LLC
$539K
13.3KNewQ4 2025
19McAdam, LLC
$490K
12.1KAddedQ1 2026
20NewEdge Advisors, LLC
$459K
11.3KNewQ1 2026
21INDEPENDENT FINANCIAL GROUP, LLC
$457K
11.3KNewQ1 2026
22Gerber Kawasaki Wealth & Investment Management
$454K
11.2KAddedQ1 2026
23Gladstone Institutional Advisory LLC
$430K
10.6KAddedQ1 2026
24Savant Capital, LLC
$417K
10.3KHeldQ1 2026
25Trilogy Capital Inc.
$408K
10.1KAddedQ1 2026

Fund activity — latest quarter

Opened (NEW)
9
funds
Added
12
funds
Reduced
9
funds
Exited
2
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

34 funds+33 since Q1 2025
01734Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $212M

Funds that own ULST also own

CompanyCo-held byCombined value
NVIDIA CORPORATION COMNVDA37 funds$11.9B
MICROSOFT CORPORATIONMSFT37 funds$10.1B
ISHARES TR CORE S&P500 ETFIVV37 funds$9.8B
VANGUARD S&P 500 ETFVOO37 funds$7.3B
ALPHABET INCORPORATED CAP STK CLASS AGOOGL37 funds$7.2B
STATE STREET SPDR S&P 500 ETFSPY37 funds$6.9B
JPMORGAN CHASE &COJPM37 funds$5.0B
BROADCOM INCORPORATEDAVGO37 funds$4.9B
META PLATFORMS INCORPORATED CLASS AMETA37 funds$4.7B
ALPHABET INCORPORATED CAP STK CLASS CGOOG37 funds$4.2B
VANGUARD TAX-MANAGED FDSVEA37 funds$3.8B
VANGUARD TOTAL STOCK MARKET ETFVTI37 funds$3.8B

Ranked by how many of ULST's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ULST. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.